2023 Form 5500 filing — Cmc Energy Services Profit Sharing And 401 (K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828144206NAL0006862067001) for Cmc Energy Services Profit Sharing And 401 (K) Plan, reported by Cmc Energy Services, Inc. under EIN 52-1101290 and plan number 002. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240828144206NAL0006862067001
Filing year
2023
Form type
2
Plan sponsor
Cmc Energy Services, Inc.
EIN
52-1101290
Plan number
002
Location
Fort Washington, PA
Participants
539
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,905,330
Total liabilities (EOY)
$21,350
Net assets (EOY)
$14,883,980
Employer contributions
$624,504
Participant contributions
$1,685,057
Total income / additions
$4,586,805
Benefits paid
$1,109,314
Administrative expenses
$119,883
Total expenses
$1,239,293
Net increase / (decrease)
$3,347,512
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCINVESTMENT ADVISOR$43,217not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$39,544$0
Atlantic Pension Services, Inc.CONTRACT ADMIN$12,400$10,000

Related Form 5500 pages